Morris Williams, financial advisor Dallas TX
93 score

Morris Williams

CRD Number: 1054320
Current Firm: Rtw Financial Advisors Inc.

Morris Williams (CRD# 1054320) is an Investment Advisor Representative working at Rtw Financial Advisors Inc. in Dallas, TX and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Sws Financial Services Dallas, TX Jan 1998 - Current 18
Rtw Financial Advisors, Inc. Dallas, TX Jan 1991 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1982
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Morris C. Williams
Phone Number: 972-960-1212
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    240
    MILLIONS
  • Total Number of Accounts
    344
    ACCOUNTS
  • Average Account Value
    $697,854
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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